Purchases and Sales Made in Q3 2023 in Ishares Russell 1000 Gr ETF (IWF)
This table provides information about the institutional ownership of Ishares Russell 1000 Gr ETF (IWF) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES RUSSELL 1000 GR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.06K+ 4.0% |
$279K - $301K
|
27.5K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.05K+ 17.71% |
$276K - $299K
|
6.95K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.04K+ 0.28% |
$275K - $298K
|
379K
$149M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.03K+ 3.82% |
$271K - $294K
|
28K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.01K+ 26.19% |
$266K - $288K
|
4.87K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.01K+ 30.73% |
$265K - $287K
|
4.28K
$1.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
979New |
$258K - $279K
|
979
$386K
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
941+ 3.39% |
$248K - $269K
|
28.7K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
940+ 28.11% |
$248K - $268K
|
4.28K
$1.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
930New |
$245K - $265K
|
930
$367K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
927New |
$245K - $265K
|
927
$365K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
919+ 40.68% |
$242K - $262K
|
3.18K
$1.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
918+ 4.55% |
$242K - $262K
|
21.1K
$8.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
915+ 10.27% |
$241K - $261K
|
9.82K
$3.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Fred Alger Management, LLC
New York, NY |
BUY
|
- |
910New |
$240K - $260K
|
910
$359K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
909New |
$240K - $259K
|
909
$358K
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
906New |
$239K - $259K
|
906
$357K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
902+ 24.81% |
$238K - $257K
|
4.54K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
895+ 6.27% |
$236K - $255K
|
15.2K
$5.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
889New |
$235K - $254K
|
889
$350K
|
|
|
Nov 13, 2023
Q3 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
885+ 1.19% |
$233K - $253K
|
75.3K
$29.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
875New |
$231K - $250K
|
875
$345K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
860+ 15.48% |
$227K - $245K
|
6.42K
$2.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
858+ 18.42% |
$226K - $245K
|
5.52K
$2.17M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
855+ 1744.9% |
$226K - $244K
|
904
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
847+ 10.34% |
$223K - $242K
|
9.04K
$3.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
837+ 0.99% |
$221K - $239K
|
85.2K
$33.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
824New |
$217K - $235K
|
824
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
814+ 5.54% |
$215K - $232K
|
15.5K
$6.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
808+ 56.31% |
$213K - $231K
|
2.24K
$884K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
803New |
$212K - $229K
|
803
$316K
|
|
|
Nov 13, 2023
Q3 2023
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
791New |
$209K - $226K
|
791
$312K
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
789+ 88.75% |
$208K - $225K
|
1.68K
$661K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
784+ 3.71% |
$207K - $224K
|
21.9K
$8.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
783+ 0.73% |
$207K - $223K
|
108K
$42.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
775New |
$204K - $221K
|
775
$305K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
743+ 57.96% |
$196K - $212K
|
2.03K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
743+ 35.03% |
$196K - $212K
|
2.86K
$1.13M
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
731+ 10.48% |
$193K - $209K
|
7.71K
$3.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
718+ 24.03% |
$189K - $205K
|
3.71K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
714+ 3.91% |
$188K - $204K
|
19K
$7.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
713+ 1.13% |
$188K - $203K
|
63.6K
$25.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
705+ 5.55% |
$186K - $201K
|
13.4K
$5.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
704+ 6.31% |
$186K - $201K
|
11.9K
$4.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
678+ 0.45% |
$179K - $193K
|
152K
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
676+ 40.05% |
$178K - $193K
|
2.36K
$932K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
668+ 14.62% |
$176K - $191K
|
5.24K
$2.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
629+ 6.66% |
$166K - $180K
|
10.1K
$3.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
626+ 16.83% |
$165K - $179K
|
4.35K
$1.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
620+ 0.55% |
$164K - $177K
|
113K
$44.7M
|